An operator’s read on the GEO retreat: SES and Eutelsat are cancelling satellites and writing down assets while multi-orbit partnerships grab the headlines. Why a LEO deal retains the customer but never fills the transponder — and why the geostationary arc may be about to empty out.
SpaceX priced the largest IPO ever this week — but the same five trading days quietly hardened direct-to-device into a three-operator, spectrum-defined oligopoly. Verified analysis on SpaceX, Starlink, AST SpaceMobile, Globalstar, Amazon and Jio.